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Tiedemann Advisors’s Xcel Energy XEL Stock Holding History

Tiedemann Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-56,397
Closed -$3.92M – 353
2020
Q3 		$3.92M Sell
56,397
-4,644
-8% -$317K 0.19% 73
2020
Q2 		$3.84M Buy
61,041
+18,873
+45% +$1.19M 0.2% 74
2020
Q1 		$2.56M Sell
42,168
-57,316
-58% -$3.74M 0.17% 89
2019
Q4 		$6.36M Sell
99,484
-6,973
-7% -$436K 0.3% 60
2019
Q3 		$6.95M Sell
106,457
-11,845
-10% -$738K 0.33% 57
2019
Q2 		$7.08M Buy
118,302
+76
+0.1% +$4.37K 0.35% 54
2019
Q1 		$6.68M Buy
118,226
+19,384
+20% +$1.03M 0.32% 59
2018
Q4 		$4.91M Buy
98,842
+45,972
+87% +$2.31M 0.25% 71
2018
Q3 		$2.5M Buy
52,870
+16,300
+45% +$770K 0.15% 91
2018
Q2 		$1.68M Sell
36,570
-6,750
-16% -$302K 0.11% 117
2018
Q1 		$1.99M Buy
43,320
+9,770
+29% +$435K 0.14% 95
2017
Q4 		$1.63M Buy
33,550
+8,080
+32% +$401K 0.12% 89
2017
Q3 		$1.21M Sell
25,470
-3,374
-12% -$162K 0.11% 132
2017
Q2 		$1.34M Sell
28,844
-2,956
-9% -$136K 0.1% 164
2017
Q1 		$1.41M Sell
31,800
-1,340
-4% -$56.8K 0.12% 146
2016
Q4 		$1.35M Buy
+33,140
New +$1.33M 0.13% 121

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's XEL Position: Q4 2020 in Review

Tiedemann Advisors sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 56,397 shares — an estimated $3.92M sold.

Tiedemann Advisors first reported a position in XEL in Q4 2016 and held it in 16 quarters. The position peaked at $7.08M in Q2 2019. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Tiedemann Advisors reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 56,397 Xcel Energy shares in Q4 2020, an estimated $3.92M.
  • Tiedemann Advisors first reported a position in Xcel Energy in Q4 2016 and held it in 16 quarters.
  • Tiedemann Advisors's Xcel Energy position peaked at $7.08M in Q2 2019.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.